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4 Key Project Planning Strategies 

Complimentary Webinar

This event has ended you may watch the recording here 


Date: Thursday, April 23, 2020

Time: 11 AM PT / 1 PM CT

Join Mary HrdlickaProject Manager, at Clients First Business Solutions to learn how to implement 4 key project planning, design and resource scheduling strategies.

During this webinar we will demonstrate the following key project planning and design automation strategies:

  1. How to forecast the project sales stream including the following:
    • Forecast sales opportunities
    • Confirm project quotations are accurate before sending to the customer for approval
    • Speed up quoting, estimating and project details process to deliver more with less cost
    • Monitor project status, review refine and improve project estimating, project planning
  2. Confirmation of project budget:
    • Determine revenue and cost estimates by project category
    • Configurable workflow for budget approval
    • Determine revenue by milestone dates
    • Confirm billing rules and what to bill at each milestone
    • Reporting on budget vs actual
  3. Project  procurement planning design:
    • Determine project outsourced services availability with procurement planning
    • Notify purchasing of outsourced services shortages
    • Identify outsourced services lead time bottlenecks to meet deadlines
    • Plan for materials and supplies needed
  4. Mobile labor and expense tracking – productive or non-productive:
    • How to track live labor information against the project or service work tickets
    • How to use expense management to easily track project and service expenses

We look forward to "seeing" you on Thursday, April 23rd, 2020!